Regan Ching is a Series 66 licensed financial advisor with Wells Fargo Clearing in Honolulu, HI, holding 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michele Lau is a financial advisor with Ameriprise in Kaneohe, HI, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its related entities since 2002. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Sharon Young is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Prudential Insurance Company of America since 1987 and was affiliated with Pruco Securities, LLC from 1987 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and various institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to financial planning, third-party asset managers, and a wrap program.

Reid Kimura is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to joining Cetera in 2025, he worked at Oppenheimer from 2018 to 2024 and held roles at First Derivatives PLC and Stevens Institute of Technology. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and investment options.

Bobby Gibbs is a financial advisor at Edward Jones in Pearl City, HI, holding a Series 66 designation with six years of industry experience. He previously worked at Hilton Grand Vacations from 2017 to 2019. Outside of his advisory role, Gibbs owns a rental property in Clarksville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Daniel Krase is a financial advisor at Cetera with 18 years of industry experience and holds the Series 66 designation. His prior roles include positions at J.P. Morgan Securities and Hawaii State Federal Credit Union. He is based in Honolulu, HI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Lorraine Sim is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Cetera and previously worked at Bankoh Investment Services, Inc. and J.P. Morgan Securities. She is also a 16% owner of Grand Stoneman Partnership LP, a family limited partnership involved in rental real estate income and losses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services available through a nationwide network of independent advisors.

Zoltan Tasato Farkas is a financial advisor at Cetera with nine years of industry experience. He holds Series 66 and Series 63 registrations and has worked at firms including New York Life Insurance Company and The Prudential Insurance Company of America. He is based in Honolulu, HI. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeffrey Tanaka is a financial advisor with LPL Enterprise in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. He is also involved in assisting clients with Medicare Advantage enrollment and serves as an insurance agent with Guarantee Trust Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Carl Takata is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2008 in Honolulu, HI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Kimi Pangelinan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients and their families to help them achieve their financial goals through personalized wealth management strategies. Kimi focuses on creating flexible financial plans that align with her clients' priorities, adapting to the dynamic market conditions and offering access to the investment insights of Merrill alongside the banking and lending solutions of Bank of America. Her expertise encompasses a wide range of client needs, including college education planning, family wealth management, legacy planning, retirement income, socially responsible investing, and small business strategies. Kimi specializes in goals-based wealth management, addressing key life priorities such as family, finance, health, and work. She holds the Personal Investment Advisor (PIA) designation and is proficient in English and Japanese. Kimi earned a High School Diploma from Ygnacio Valley High and an Associate Degree from Diablo Valley College. Outside of her professional role, she participates in community volunteering and enjoys cooking, dancing, and gardening. Her personal philosophy centers on working one-on-one with clients to develop financial strategies designed to support their long-term objectives.

Todd Iacovelli is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as head coach for the Punahou School track and field team and is a member of the board of directors for the Punahou Alumni Association of Hawaii. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances while offering a broad range of capital markets services.

David Ching is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2011. He is based in Honolulu, HI. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm uses a structured planning process with firm-approved tools and offers broad retail and institutional investment services.

Eugene Drzymala is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wedbush Morgan Securities and Morgan Stanley. He volunteers as a non-profit official for USA Swimming and serves as treasurer for the Hawaii LSC and Oahu Swim League. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory models and provides ERISA fiduciary services for qualified plans.

Vincenzo Di Nicolantonio is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and previously worked at American Savings Bank and the Federal University of Rio de Janeiro. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paul Gauci is a financial advisor with Raymond James Financial, holding a Series 66 credential and seven years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2019 and has prior experience with the University of Hawaii West Oahu and First Hawaiian Bank. Gauci serves on the boards of the Financial Planning Association of Hawaii, where he will be Chair of the Board in 2026, and Junior Achievement of Hawaii as Treasurer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Robert Golambos is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at American Portfolios Financial Services for 13 years and Lincoln Financial Advisors Corporation for 28 years. OSAIC serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing advanced asset-allocation tools and a range of investment options to manage portfolios on both discretionary and non-discretionary bases.

Darryl Wong is a financial advisor with Edward Jones in Kaneohe, HI, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire advisory career since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of investment advisory programs and strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Michael Laconsay is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of the Lions Club of Honolulu, a nonprofit organization. Morgan Stanley Wealth Management offers a wide array of advisory programs for both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its financial planning process.

Guilherme Aires is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with Latitude Wealth Management as a client relations manager, focusing on retirement planning and advice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary investment approaches.